Sumitomo Mitsui Trust Group Portfolio holdings
Sumitomo Mitsui Trust Group, Inc., originally founded in 1924 as Sumitomo Trust Co., Ltd., and headquartered in Tokyo, Japan, is a major Japanese financial holding company that evolved through the 2011 merger of Chuo Mitsui Trust Holdings and Sumitomo Trust and Banking Co., Ltd., forming its core entity, Sumitomo Mitsui Trust Bank. Renamed from Sumitomo Mitsui Trust Holdings in October 2024, it is Japan’s largest trust bank and fifth-largest bank by assets, managing hundreds of billions through services like trust banking, asset management, real estate, and financial brokerage for retail and institutional clients. Distinct from the Sumitomo Mitsui Financial Group despite shared historical roots in the Sumitomo and Mitsui conglomerates, the group emphasizes sustainability and long-term client solutions, operating globally with subsidiaries in cities like New York, London, and Hong Kong. Under leaders like Chairman Kazuo Ohmori, it blends a century-long legacy with modern financial innovation, focusing on pension funds, real estate trusts, and ESG-driven investments.
Top Buys
| 1 |
Coinbase
COIN
|
$87.9M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$85.3M |
| 3 |
GE HealthCare
GEHC
|
$83.7M |
| 4 |
Atlassian
TEAM
|
$63.8M |
| 5 |
Tesla
TSLA
|
$63.1M |
Top Sells
| 1 |
Apple
AAPL
|
$215M |
| 2 |
Deere & Co
DE
|
$123M |
| 3 |
iShares Gold Trust
IAU
|
$114M |
| 4 |
Exact Sciences
EXAS
|
$108M |
| 5 |
Automatic Data Processing
ADP
|
$82M |
Sector Composition
| 1 | Technology | 27.2% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 12.26% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1201
ZIM Integrated Shipping Services
ZIM
$1.64B
| – | – | -206,801 | Closed | -$3.55M |
|
|
ONC
1202
BeOne Medicines Ltd. American Depositary Shares
ONC
$36.4B
| – | – | -17,529 | Closed | -$3.86M |
|
|
VIVS
1203
VivoSim Labs, Inc. Common Stock
VIVS
$6.34M
| – | – | -454,752 | Closed | -$641K |
|
|
VGR
1204
DELISTED
Vector Group Ltd.
VGR
| – | – | -21,200 | Closed | -$251K |
|
|
SWAV
1205
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| – | – | -1,217 | Closed | -$250K |
|
|
GVCIW
1206
DELISTED
Green Visor Financial Technology Acquisition Corp. I Warrants
GVCIW
| – | – | -50,000 | Closed | -$500 |
|
|
LHCG
1207
DELISTED
LHC Group LLC
LHCG
| – | – | -29,566 | Closed | -$4.78M |
|
|
STOR
1208
DELISTED
STORE Capital Corporation
STOR
| – | – | -298,980 | Closed | -$9.59M |
|
|
SIVB
1209
DELISTED
SVB Financial Group
SIVB
| – | – | -172,544 | Closed | -$39.7M |
|
|
SBNY
1210
DELISTED
Signature Bank
SBNY
| – | – | -193,690 | Closed | -$22.3M |
|
|
SAFE
1211
DELISTED
Safehold Inc.
SAFE
| – | – | -27,292 | Closed | -$781K |
|